About Matt
English
Native or bilingual
Experience
- Birch Road Associates, LLCIndependent ConsultantAugust 2025 - Today (10 months)Building an independent impact investment consultingpracticefor HNWIs,family of ices, and investment organizations ❖ Establishing core governance and impact principles within the G2 branch of a U.S. single-family office; counseling on thedesign of trusts to align with impact goals, the creation of a family foundation, and facilitating relationship management ❖ Advising emerging venture fund managers on capital formation, portfolio construction, and impact management strategies; primarily focused on Vitality, a biomimicry-focused tech fund ❖ Implementing fundraising, investment due diligence, and portfolio management practices for Energy Innovation Hub Texas, an early-stage energy startup accelerator
- Toniic InstituteGlobal Relationship ManagerApril 2024 - July 2025 (1 year and 3 months)Cultivated relationships with UHNWclients and broadenedperspectives on impact within their investment portfolios ❖ Nurtured a book of 60+ private wealth clients (individuals, family offices, foundations) to strengthen client applications ofimpact investing via collaboration on investment policy statements, proprietary education on impact portfolio construction(i.e. investment, fund manager, advisor evaluation), and infusion of impact measurement practices ❖ Expanded the global lead pipeline by 3x (1.5k leads) via introductions, informed outreach, and curated events; identified andqualified over 500 prospective clients, created over 70 net-new client opportunities, and closed 5 net-new clients
- Capria Ventures LLCInvestor Relations &AnalyticsSeptember 2022 - April 2024 (1 year and 7 months)Led end-to-end Investor Relations ef orts and sharpened investment datapracticesfor an emerging markets VCfirm ❖ Owned the capital formation process for $140MM of emerging markets VC vehicles, synthesized investment, impact, and returns strategies for the firm from investor qualification to closing (including KYC/AML) ❖ Authored the narrative design and writing of RFPs, white papers, and quarterly LP communications on the economic tailwinds supporting VC fund managers and startups across India, Southeast Asia, Latin America, and Africa ❖ Leveraged upgrades to investment data architecture and portfolio reporting via Quantium to enable Senior Leadership, LPs, and investment team members with fund, portfolio company, and impact insights
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Education
- Drexel University2017
- Minor Social EntrepreneurshipClose School of EntrepreneurshipMinor Social Entrepreneurship